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VSM Wealth Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

VSM Wealth Advisory’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$667K Buy
22,822
+18,568
+436% +$542K 0.22% 46
2025
Q1 		$113K Buy
4,254
+1,904
+81% +$50.6K 0.04% 119
2024
Q4 		$61.3K Buy
+2,350
New +$61.3K 0.02% 177